Workplace Benefits – For Employees

Equity Award Analysis 

Your equity awards can play an important role in helping you achieve your financial goals. Gain a deeper understanding of the full value of your equity awards with an exclusive Equity Award Analysis.
Equity Compensation

What You Can Expect During Your Equity Award Analysis

Watch this video to learn how a Financial Advisor can help you understand your equity plan and navigate key decisions on the road to achieving your financial goals.

NA

Empower Yourself to Get Closer to Your Goals

A more informed view of your equity awards can help you see how they might fit into your broader financial picture and help you towards achieving your goals such as:

Retirement

Building up your retirement account 

Saving

Saving for education or other important life events

Purchases

Making a future purchase, like a new home or car

Giving

Contributing to causes you care about 

Your Equity Award Analysis Consultation

You have access to a complimentary one-on-one session, which includes:

  1. 1
    Educational Overview

    An overview of your equity awards and any considerations unique to your company stock plan.

  2. 2
    Report Review

     

    A review of your Equity Award Analysis, personalized with your stock plan portfolio with insights into: 

     

    • How market fluctuations may impact the value of your awards

    • Hypothetical sell and exercise scenarios

    • Potential tax implications1, which you should discuss with your tax advisor

       

       

  3. 3
    Discussion and Questions

    A discussion to address your questions and help empower you to make the most of your awards. Following the session your Equity Award Analysis report is yours to keep.

Schedule a Meeting. Explore the Possibilities.

To get started, email equityplanning@morganstanley.com today. In your email, please provide the purpose of your meeting as Equity Award Analysis, and the best phone number to reach you.

Email for Your Equity Award Analysis

Empower Your Financial Future

Explore educational resources designed to help you make the most of your equity benefits.

Learn More about Equity Compensation

​​1To make the most of your Equity Award Analysis, you should be prepared to provide relevant tax inputs, including specific tax brackets, during the meeting. Certain types of equity such as stock purchased from an Employee Stock Purchase Plan or through exercise of an Incentive Stock Option, may be subject to special tax rules not reflected in the Equity Award Analysis platform.​ 

 

The Equity Award Analysis is prepared using a brokerage tool and not an advisory tool. It is not a financial plan and does not create an investment advisory relationship between you and the Morgan Stanley Workplace Advisor.  It is for educational purposes only and does not provide individually tailored investment advice and is not intended to be a personalized security, account type or investment strategy recommendation. 

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors, Workplace Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters. 

© 2024 Morgan Stanley Smith Barney LLC. Member SIPC. 

RO #3473700 (04/2024) 

View Disclosures Hide Disclosures